First Trust S&P REIT Index Fund shares owned by HPM Partners
Quarter-by-quarter ownership of First Trust S&P REIT Index Fund (FRI) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in First Trust S&P REIT Index Fund
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Quarterly reported holdings in First Trust S&P REIT Index Fund by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $420k | 16k | 26.24 |
| 2023-06-30 | $396k | 16k | 24.61 |
| 2023-03-31 | $386k | 16k | 24.35 |
| 2022-12-31 | $397k | 17k | 23.98 |
| 2022-03-31 | $226k | 7.2k | 31.24 |
| 2021-12-31 | $241k | 7.4k | 32.54 |
| 2021-09-30 | $209k | 7.4k | 28.28 |
| 2021-06-30 | $206k | 7.4k | 27.99 |
| 2019-12-31 | $207k | 7.9k | 26.16 |
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